PPP Relationships - Business Checking Account Letter
Expand and strengthen your relationships with your PPP loan account holders. Use this free letter template to engage your PPP relationships with a follow-up business checking account cross-sell offer.

Dear [Business_Owner_First_Name],

At [Financial_Institution_Name], we understand that the Covid-19 Pandemic has greatly impacted plans for many businesses and sincerely appreciate you allowing us to be part of the solution by assisting you with the Paycheck Protection Program (PPP). We know you have a choice of financial partner, and we are honored that you have chosen us.

To show our gratitude, we have selected an offer we believe will help you and your business continue to flourish.

OPEN A NEW BUSINESS CHECKING ACCOUNT BY [MONTH] [DAY], [YEAR], AND WE WILL DEPOSIT $150 INTO YOUR ACCOUNT.

$150 Business Bonus

We take your business seriously by offering flexible solutions designed to meet your unique business needs. With our commitment to personal relationships backed by our powerful suite of business banking products, you can expect a banking partner who:

  • Makes decisions locally and quickly
  • Works with you to understand your unique needs and challenges
  • Keeps you informed along the way and is always there to guide you

I'd like the opportunity to discuss ways can help grow your business by providing customized plans and guidance. Please call me at at your earliest convenience.

If you have any questions or concerns, please don’t hesitate to reach out. Thanks again for choosing Value First, and I look forward to speaking with you again soon!

Sincerely,

[Signature]

[Assigned_Banker_Name]
[Banker_Title] at [Financial_Institution]
[Phone_Number]
[Email]

2021 [Financial_Institution_Name] Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut et dolore.
Quis ipsum suspendisse ultrices gravida. Risus commodo viverra maecenas accumsan locus vel facilisis.

Template Info
  • License: Free for Commercial Use
  • Product/Service: PPP
  • Note: Compliance related items not included, as they differ for banks and credit unions.
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